Everything you need to succeed with AllClients
A welcome message from our CEO.
This is Jeff Shamus. CEO and Co-Founder of AllClients. Thanks for giving AllClients a try. We’re glad you’re here.
AllClients is designed for small (and very small) businesses. If that’s you, you’re in the right place.
Samples and Examples
You’ll notice in the product there are some example contacts, sample templates, and other places where data has been pre-filled out for you. This is done to help you in your first few days with the system. Whenever you are ready, you can delete these examples and samples, or you may use them as a starting point for your genius content!
Customize AllClients
There are many customization options in AllClients. You can customize your Dashboard and your Contact Card. You can change the system colors. There are even features you can hide or un-hide. Explore your customization options in the Profile Settings area.
Don’t Struggle!
If you can’t find something or have questions, PLEASE reach out to us. We have excellent US-based support. We have the answers you seek, so let us help you!
It’s OK to Walk before you Run
AllClients can do a lot to help your business including automating many of the tasks you are performing today. But as you get started with this new tool, it might feel a bit overwhelming.
Don’t feel you need to learn everything today and set everything up immediately.
✓ Just getting all of your contacts into AllClients and having one place to look for them is a WIN!
✓ Just using AllClients as your client follow-up system is a WIN!
✓ Just using AllClients to jot down a not after talking to a client is a WIN!
Don’t worry. Email and SMS marketing, Landing Pages, Autoresponders, Workflows and Marketing Automation will be waiting for you when you are ready.
AllClients is proud to celebrate our 20th successful year! We are grateful for your support and hope you appreciate the achievements we've made. We look forward to a continued and prosperous partnership with you.
All the Best,
The fastest and easiest way to learn AllCleints.
JumpStart
Welcome to JumpStart, the quick and easy way to kick off your experience with AllClients.
If you like learning step by step, this is the place for you.
How does JumpStart work?
You'll watch a series of short videos to learn, then apply what you've learned in your own database. Complete the 5 JumpStart Chapters, and you'll become an AllClients Pro!
When you have questions, our great support team is standing by to help.
Here’s JumpStart:
Chapter 1: Getting Around
Chapter 2: Get Your Contacts In
Chapter 3: Get Your Contacts In
Chapter 4: Using the System
Chapter 5: Secret Weapons
Have a question? Don't fret! Our US-based support team is standing by and ready to help.
How to Get Help
We are here to help you get started and to answer your questions.
To learn all the ways you can get help, click here.
Here is the short version:
In the lower right corner of every screen you will see this question mark:
That is where you can chat with us, send us an email, and access our knowledgebase.
You can also always send an email directly to support: cases@allclients.com.
We will answer your inquiry as soon as possible - usually within 24 hours.
Get answers 24/7 by visiting our extensive knowledgebase.
Our knowledgebase is chock full of great information about the product. If you have a question it is most likely answered there.
Check it out here:
Learn how to use new features by watching short videos.
Everyone learns differently. Some people learn by doing. Some people learn by reading. And some people learn best by watching videos.
AllClients has over 100 video tutorials that will teach you everything the system can do.
Check it out!
A welcome message from our CEO.
Everyone learns differently. Some people learn by doing. Some people learn by reading. And some people learn best by watching videos.
AllClients has over 100 video tutorials that will teach you everything the system can do.
Check it out!
Learn the benefits of using AllClients as your CRM.
What is AllClients text here